IVRTX Mutual Fund

IVRTX Mutual Fund

NAV$31.44
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See the full sector breakdown of IVRTX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

IVRTX Mutual Fund Sector Allocation

IVRTX sector allocation breaks down across Real Estate (90.7%), Industrials (2.8%), Communication Services (1.0%), Financials (0.6%). Across 80 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

IVRTX sector exposure is important for understanding concentration risk. With Real Estate at 90.7%, the fund has significant sector concentration.

IVRTX by country shows geographic exposure. IVRTX overlap reveals how sector exposure compares with other funds.